Book Image

Salesforce for Beginners - Second Edition

By : Sharif Shaalan, Timothy Royer
Book Image

Salesforce for Beginners - Second Edition

By: Sharif Shaalan, Timothy Royer

Overview of this book

The second edition of Salesforce for Beginners provides you with a holistic introduction to the Salesforce platform. Whether you need help with the lead generation process, Salesforce user management and data security, or automating tasks with Salesforce Flow, this book is for you. Throughout this new edition you will find real-world business use cases to demonstrate concepts, screenshots of the latest UI displayed for screen navigation, and exercises at the end of every chapter to test your newfound knowledge. Working with the world’s leading CRM software, you will learn how to create activities, manage leads, develop your prospects and sales pipeline using opportunities and accounts, and understand how you can enhance marketing activities using campaigns. You will be able to take your administration skills to the next level as you approach real-world user management topics such as ownership skew. You will learn about data security on the Salesforce platform, with an introduction to the role hierarchy, system and user permissions, and much more. In this new edition you'll get to explore the popular automation tool Salesforce Flow. You’ll learn about the different flow types to employ, how to construct your first flow, and how to extensively test your flow. This will allow you to come away from reading this book with a real, functional flow for your business processes.
Table of Contents (24 chapters)
21
Assessment
22
Other Books You May Enjoy
23
Index

Navigating Salesforce

Once you get access to your development org, it’s time to log in. To log in to Salesforce, you need to go to https://login.salesforce.com/. This is important, as we’ll see later when we discuss sandboxes, as you have to go to https://test.salesforce.com/ to log in to a sandbox. Your Salesforce username has to be in the format of an email, but not an actual email address. This is a key point since you may have access to multiple Salesforce orgs and the username has to be unique. So, when you set up your account, there is a requirement for an email address as well, which does have to be a real email address since you will receive a verification confirmation for the first-time login. The username can be anything that takes the form of an email: so, for instance, my email might be [email protected], but my username could be [email protected].

Once you log in, you will notice all of the tabs at the top of the page:

Graphical user interface, text, application  Description automatically generated

Figure 1.3: Navigation...